How will the trade wars affect sustainable energy projects and products? S&P Global has a report that analyzes this.
Any long-term conclusions are risky, given the US propensity to alter course (TACO tactics). But thanks to them for giving it a try.
This traffic light analysis is helpful to understand the implications for different utility grade technologies.
Batteries seem to be hit the hardest. Wind falls within the medium range for most criteria. However, it suffers from policy bias by the current US administration. Distributed generation, such as home solar, is also at risk because of policy and cost implications.
Retaliatory measures from trade partners add more complexity and unpredictability to decisions for these technologies.
The full report is available here.
Energy Transition, Electric Power, Renewables, May 28, 2025
Analysis by Paola Perez Pena, Alex Kaplan, Tiffany Wang, John Murray, Timothy Stephure. With contribution from Indra Mukherjee, Tom Kim, Jiani Wang, Jessica Jin, George Hilton, Cinthya Pena, and Edurne Zoco
Supply Chain and Logistics 